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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: BWAC who wrote (11772)	9/22/2003 7:41:46 PM
From: Donald Wennerstrom	Read Replies (1) of 95574

Well, perhaps that is true, but "the industry to suffer due to pricing" is different than TSM suffering. There are going to winners and losers in this game, and if TSM can gain more revenue(which I think is more probable here than some of the other companies in the SOX), higher prices should result assuming they can maintain their gross margins and profit outlook. I didn't want to make a big deal out of it - apparently today was a day for nearly all stocks to go down. Of the Group of 25, only COHU was up for the day with a gain of 0.11. In the SOX, 17 of the 18 stocks in the SOX were down for the day, only MOT was up by 8.75 percent(they really didn't like the guy who resigned did they?).<g> Don

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